See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,127 | $37,426-56.9% | $77,482-79.2% | $79,858-79.8% |
| Participation rate | 19.6% | 41.5%-21.9pp | 54.2%-34.5pp | 69.6%-50.0pp |
| Annual return | 5.34% | 39.70%-34.4pp | 54.79%-49.4pp | 31.71%-26.4pp |
| Employer contribution / active EE | $232 | $637-63.5% | $986-76.5% | $2,471-90.6% |
| Participant deferral / active EE | $398 | $1,260-68.5% | $1,861-78.6% | $3,740-89.4% |
| Admin fee / account holder | $1,109 | $2,504-55.7% | $2,858-61.2% | $5,306-79.1% |